-70.5%
PRTS vs VOO
+309.9%
-380.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +5.7% |
| 7D | +21.4% | -2.7% | +24.2% | +24.6% |
| 30D | -3.7% | -5.4% | +1.7% | +2.5% |
| 3M | +44.7% | -4.1% | +48.8% | +52.1% |
| 6M | -7.9% | +0.7% | -8.7% | -8.5% |
| YTD | +67.6% | +8.7% | +58.9% | +53.2% |
| 1Y | +33.0% | +11.0% | +22.1% | +18.8% |
| 3Y | -72.6% | +75.5% | -148.1% | -85.1% |
| 5Y | -94.6% | +68.4% | -163.0% | -96.9% |
| All | -70.5% | +309.9% | -380.4% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling